Estate tax filing

[user17702175619]

Hello,

I am the executor of my Aunt's estate. She had an annuity that did not have beneficiaries. I was required to go through probate by the state of CT because the value was $1k over the $41k minimum. Because my Aunt received Medicaid, all of these funds will go directly to the state less funeral and admin expenses. I received the 1099-R today. only ~$10k of the total was taxable. They already withheld 10% for federal taxes. Do I need to file a return?

Thank you!

[M-MTax · Accepted solution]

The estate is required to file an income tax return (1041) if it has gross income of $600 or more.

See https://www.irs.gov/instructions/i1041#en_US_2025_publink1000285942